HB Wealth Management’s Atlanticus Holdings ATLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,376
| Closed | -$326K | – | 1153 |
|
|
2025
Q1 | $326K | Hold |
6,376
| – | – | ﹤0.01% | 912 |
|
|
2024
Q4 | $356K | Hold |
6,376
| – | – | ﹤0.01% | 743 |
|
|
2024
Q3 | $224K | Sell |
6,376
-2,000
| -24% | -$70.2K | ﹤0.01% | 849 |
|
|
2024
Q2 | $236K | Hold |
8,376
| – | – | ﹤0.01% | 782 |
|
|
2024
Q1 | $248K | Hold |
8,376
| – | – | ﹤0.01% | 719 |
|
|
2023
Q4 | $324K | Hold |
8,376
| – | – | ﹤0.01% | 586 |
|
|
2023
Q3 | $254K | Hold |
8,376
| – | – | ﹤0.01% | 614 |
|
|
2023
Q2 | $352K | Hold |
8,376
| – | – | 0.01% | 506 |
|
|
2023
Q1 | $227K | Hold |
8,376
| – | – | ﹤0.01% | 635 |
|
|
2022
Q4 | $219K | Buy |
+8,376
| New | +$219K | ﹤0.01% | 620 |
|
|
2022
Q2 | – | Sell |
-4,000
| Closed | -$207K | – | 579 |
|
|
2022
Q1 | $207K | Hold |
4,000
| – | – | ﹤0.01% | 556 |
|
|
2021
Q4 | $285K | Buy |
+4,000
| New | +$285K | 0.01% | 398 |
|